FRANK, RIMERMAN ADVISORS LLC
Palo Alto, CA
AUM
$3.40B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
650-845-8100
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in CA
3,271 advisers found
KNOX LANE LP
San Francisco, CA
AUM
$3.40B
Wealth Mgmt
Team
16 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(415) 651-2279
UPFRONT VENTURES
Los Angeles, CA
AUM
$3.38B
Wealth Mgmt
Team
8 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
310-785-5100
SEAFARER CAPITAL PARTNERS, LLC
Larkspur, CA
AUM
$3.38B
Wealth Mgmt
Team
10 advisors
Clients
0
Fees
Percentage of AUM
(415) 578-9080
SUMERU EQUITY PARTNERS
San Mateo, CA
AUM
$3.37B
Wealth Mgmt
Team
36 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
650-522-3300
FIVE ARROWS MANAGERS NORTH AMERICA LLC
Manhattan Beach, CA
AUM
$3.37B
Wealth MgmtInstitutional
Team
11 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
213-621-3700
BANNEKER PARTNERS LLC
San Francisco, CA
AUM
$3.36B
Wealth Mgmt
Team
26 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
(415) 505-8304
SUMMITRY, LLC
Foster City, CA
AUM
$3.35B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
20 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
650-212-2240
DUCENTA SQUARED ASSET MANAGEMENT
El Segundo, CA
AUM
$3.35B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
(213) 687-9170
SMASH VENTURES MANAGEMENT COMPANY LP
West Hollywood, CA
AUM
$3.30B
Wealth Mgmt
Team
12 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
310-365-8809
FOCUSED INVESTORS LLC
Los Angeles, CA
AUM
$3.29B
Wealth MgmtInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
310-734-1200
DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP
Greenbrae, CA
AUM
$3.28B
Wealth Mgmt
Team
6 advisors
Clients
—
Fees
Percentage of AUM; PERFORMANCE-BASED ALLOCATION
(415) 464-4648
MONOGRAPH WEALTH ADVISORS, LLC
Manhattan Beach, CA
AUM
$3.25B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
10 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
310-496-7377
STEPSTONE GROUP PRIVATE DEBT LLC
La Jolla, CA
AUM
$3.25B
Wealth Mgmt
Team
0 total employees
Clients
—
Fees
Percentage of AUM; Performance-based fees
858-558-9700
COUNTERPOINT FUNDS
San Diego, CA
AUM
$3.24B
Wealth Mgmt
Team
6 advisors
Clients
—
Fees
Percentage of AUM
858-771-4000
FORESITE CAPITAL
West Hollywood, CA
AUM
$3.24B
Wealth Mgmt
Team
15 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
310-981-3630
AMERICAN REALTY ADVISORS
Los Angeles, CA
AUM
$3.24B
Wealth MgmtRetirementInstitutionalFee-Only/Hourly
Team
36 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +2 more
213-233-5700
NASSAU CORAMERICA LLC
El Segundo, CA
AUM
$3.22B
Wealth MgmtInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
310-606-8440
VANCE STREET CAPITAL LLC
Los Angeles, CA
AUM
$3.22B
Wealth Mgmt
Team
21 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
310-231-7100
TRILOGY CAPITAL, INC.
Irvine, CA
AUM
$3.21B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
74 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
949-221-8105
AUM
$3.19B
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
6465479080
VMG PARTNERS II, LLC
San Francisco, CA
AUM
$3.17B
Wealth Mgmt
Team
30 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-632-4200
TENNENBAUM CAPITAL PARTNERS, LLC
Santa Monica, CA
AUM
$3.16B
Wealth MgmtInstitutional
Team
7 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
310 566 1000
EARNED WEALTH ADVISORS, LLC
Walnut Creek, CA
AUM
$3.11B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
33 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
925.939.2500